Downshift Financial, LLC
BOULDER CO · SEC CIK 0002118380
$2.23亿2026Q2 申报市值
668持仓数
62.4%前十大占比 · 第一大 11.8%
589 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHB 加仓+$602.05万
AAUA 新建仓+$200.98万
VT 新建仓+$180.00万
SCHF 加仓+$170.69万
SPTI 加仓+$168.30万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$1,058.84万
VUG 减仓-$432.74万
SCHX 减仓-$308.90万
VGT 减仓-$204.76万
AAUS 清仓-$191.31万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $12.10万 | 0.05% | 1,202 | -3,416 | -74.0% | -$34.39万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $11.90万 | 0.05% | 476 | 476 | — | $11.90万 | 新建仓 |
| ORCL | ORACLE CORP | $11.25万 | 0.05% | 767 | 767 | — | $11.25万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $11.09万 | 0.05% | 582 | 582 | — | $11.09万 | 新建仓 |
| INTC | INTEL CORP | $10.99万 | 0.05% | 787 | 787 | — | $10.99万 | 新建仓 |
| IWN | ISHARES TR | $10.84万 | 0.05% | 490 | 490 | — | $10.84万 | 新建仓 |
| HD | HOME DEPOT INC | $10.49万 | 0.05% | 298 | 298 | — | $10.49万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $10.43万 | 0.05% | 1,178 | 1,178 | — | $10.43万 | 新建仓 |
| WMT | WALMART INC | $10.34万 | 0.05% | 913 | 913 | — | $10.34万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $10.20万 | 0.05% | 1,999 | 1,999 | — | $10.20万 | 新建仓 |
| LLY | ELI LILLY & CO | $9.84万 | 0.04% | 82 | -329 | -80.0% | -$39.46万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $9.72万 | 0.04% | 234 | 234 | — | $9.72万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9.71万 | 0.04% | 194 | 194 | — | $9.71万 | 新建仓 |
| NFLX | NETFLIX INC. | $9.71万 | 0.04% | 1,360 | 1,360 | — | $9.71万 | 新建仓 |
| IAU | ISHARES GOLD TR | $9.63万 | 0.04% | 1,275 | 1,275 | — | $9.63万 | 新建仓 |
| RTX | RTX CORPORATION 看跌期权 | $9.49万 | 0.04% | 500 | 500 | — | $9.49万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $9.39万 | 0.04% | 1,814 | 1,814 | — | $9.39万 | 新建仓 |
| — | EXXON MOBIL CORP | $9.01万 | 0.04% | 659 | 659 | — | $9.01万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $8.70万 | 0.04% | 742 | 742 | — | $8.70万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $8.67万 | 0.04% | 749 | 749 | — | $8.67万 | 新建仓 |
| GE | GE AEROSPACE | $8.33万 | 0.04% | 223 | 223 | — | $8.33万 | 新建仓 |
| IXN | ISHARES TR | $8.21万 | 0.04% | 568 | 568 | — | $8.21万 | 新建仓 |
| GWW | WW GRAINGER INC | $8.16万 | 0.04% | 60 | 60 | — | $8.16万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $8.15万 | 0.04% | 160 | 160 | — | $8.15万 | 新建仓 |
| IUSG | ISHARES TR | $8.14万 | 0.04% | 433 | 433 | — | $8.14万 | 新建仓 |
| SOXX | ISHARES TR | $8.07万 | 0.04% | 126 | 126 | — | $8.07万 | 新建仓 |
| HON | HONEYWELL INTL INC | $8.06万 | 0.04% | 360 | 360 | — | $8.06万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $7.96万 | 0.04% | 360 | 360 | — | $7.96万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $7.95万 | 0.04% | 503 | 503 | — | $7.95万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $7.91万 | 0.04% | 404 | 404 | — | $7.91万 | 新建仓 |
| META | META PLATFORMS INC | $7.89万 | 0.04% | 140 | 140 | — | $7.89万 | 新建仓 |
| V | VISA INC | $7.78万 | 0.03% | 227 | 227 | — | $7.78万 | 新建仓 |
| IWS | ISHARES TR | $7.63万 | 0.03% | 464 | 464 | — | $7.63万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $7.51万 | 0.03% | 440 | 440 | — | $7.51万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $7.03万 | 0.03% | 1,301 | 1,301 | — | $7.03万 | 新建仓 |
| TIP | ISHARES TR | $7.03万 | 0.03% | 642 | 642 | — | $7.03万 | 新建仓 |
| EFG | ISHARES TR | $7.00万 | 0.03% | 563 | 563 | — | $7.00万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $7.00万 | 0.03% | 600 | 600 | — | $7.00万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6.97万 | 0.03% | 1,197 | 1,197 | — | $6.97万 | 新建仓 |
| C | CITIGROUP INC | $6.96万 | 0.03% | 497 | 497 | — | $6.96万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.76万 | 0.03% | 2,030 | 2,030 | — | $6.76万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $6.69万 | 0.03% | 155 | 155 | — | $6.69万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $6.62万 | 0.03% | 947 | 947 | — | $6.62万 | 新建仓 |
| DIS | DISNEY WALT CO | $6.56万 | 0.03% | 682 | 682 | — | $6.56万 | 新建仓 |
| CSCO | CISCO SYS INC | $6.48万 | 0.03% | 552 | 552 | — | $6.48万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $6.23万 | 0.03% | 121 | 121 | — | $6.23万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $6.14万 | 0.03% | 398 | 398 | — | $6.14万 | 新建仓 |
| RMD | RESMED INC | $6.04万 | 0.03% | 310 | 310 | — | $6.04万 | 新建仓 |
| PEP | PEPSICO INC | $5.98万 | 0.03% | 442 | 442 | — | $5.98万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $5.96万 | 0.03% | 532 | 532 | — | $5.96万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5.96万 | 0.03% | 200 | 200 | — | $5.96万 | 新建仓 |
| ABBV | ABBVIE INC | $5.84万 | 0.03% | 232 | 232 | — | $5.84万 | 新建仓 |
| PWR | QUANTA SVCS INC | $5.76万 | 0.03% | 80 | 80 | — | $5.76万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $5.51万 | 0.02% | 3,499 | 3,499 | — | $5.51万 | 新建仓 |
| ITA | ISHARES TR | $5.48万 | 0.02% | 226 | 226 | — | $5.48万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $5.46万 | 0.02% | 898 | 898 | — | $5.46万 | 新建仓 |
| AMGN | AMGEN INC | $5.14万 | 0.02% | 142 | 142 | — | $5.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $5.14万 | 0.02% | 350 | 350 | — | $5.14万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.06万 | 0.02% | 604 | 604 | — | $5.06万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $5.04万 | 0.02% | 149 | -1,830 | -92.5% | -$61.90万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR 看涨期权 | $5.00万 | 0.02% | 200 | 200 | — | $5.00万 | 新建仓 |
| MRK | MERCK & CO INC | $4.87万 | 0.02% | 379 | 379 | — | $4.87万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $4.75万 | 0.02% | 1,363 | 1,363 | — | $4.75万 | 新建仓 |
| IYW | ISHARES TR | $4.69万 | 0.02% | 186 | 186 | — | $4.69万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $4.62万 | 0.02% | 40 | 40 | — | $4.62万 | 新建仓 |
| FTNT | FORTINET INC | $4.59万 | 0.02% | 299 | 299 | — | $4.59万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $4.58万 | 0.02% | 176 | 176 | — | $4.58万 | 新建仓 |
| ASML | ASML HLDG NV | $4.58万 | 0.02% | 23 | 23 | — | $4.58万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $4.54万 | 0.02% | 251 | 251 | — | $4.54万 | 新建仓 |
| BAC | BANK OF AMER CORP | $4.48万 | 0.02% | 786 | 786 | — | $4.48万 | 新建仓 |
| DSI | ISHARES TR | $4.46万 | 0.02% | 313 | 313 | — | $4.46万 | 新建仓 |
| ESGD | ISHARES TR | $4.39万 | 0.02% | 427 | 427 | — | $4.39万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $4.33万 | 0.02% | 776 | 776 | — | $4.33万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $4.30万 | 0.02% | 126 | 126 | — | $4.30万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $4.16万 | 0.02% | 486 | 486 | — | $4.16万 | 新建仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $4.06万 | 0.02% | 400 | 400 | — | $4.06万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $4.01万 | 0.02% | 236 | 236 | — | $4.01万 | 新建仓 |
| GLW | CORNING INC | $3.91万 | 0.02% | 153 | 153 | — | $3.91万 | 新建仓 |
| DGRO | ISHARES TR | $3.89万 | 0.02% | 513 | 513 | — | $3.89万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $3.78万 | 0.02% | 1,217 | 1,217 | — | $3.78万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP 看涨期权 | $3.78万 | 0.02% | 400 | 400 | — | $3.78万 | 新建仓 |
| GEV | GE VERNOVA INC | $3.76万 | 0.02% | 32 | 32 | — | $3.76万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $3.64万 | 0.02% | 65 | 65 | — | $3.64万 | 新建仓 |
| SHOP | SHOPIFY INC | $3.53万 | 0.02% | 309 | 309 | — | $3.53万 | 新建仓 |
| DAPP | VANECK ETF TRUST | $3.52万 | 0.02% | 1,817 | 1,817 | — | $3.52万 | 新建仓 |
| TPR | TAPESTRY INC | $3.45万 | 0.02% | 236 | 236 | — | $3.45万 | 新建仓 |
| ETN | EATON CORP PLC | $3.45万 | 0.02% | 81 | 81 | — | $3.45万 | 新建仓 |
| MCD | MCDONALDS CORP | $3.43万 | 0.02% | 127 | 127 | — | $3.43万 | 新建仓 |
| NOW | SERVICENOW INC | $3.42万 | 0.02% | 344 | 344 | — | $3.42万 | 新建仓 |
| COP | CONOCOPHILLIPS | $3.40万 | 0.02% | 327 | 327 | — | $3.40万 | 新建仓 |
| YUM | YUM BRANDS INC | $3.39万 | 0.02% | 212 | 212 | — | $3.39万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $3.33万 | 0.01% | 250 | 250 | — | $3.33万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $3.29万 | 0.01% | 202 | 202 | — | $3.29万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.12万 | 0.01% | 510 | 510 | — | $3.12万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $3.10万 | 0.01% | 187 | 187 | — | $3.10万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $3.08万 | 0.01% | 259 | 259 | — | $3.08万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $3.07万 | 0.01% | 200 | 200 | — | $3.07万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $3.04万 | 0.01% | 70 | 70 | — | $3.04万 | 新建仓 |
| GLD | SPDR GOLD TR | $2.95万 | 0.01% | 80 | 80 | — | $2.95万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $2.92万 | 0.01% | 352 | 352 | — | $2.92万 | 新建仓 |